Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $25,309 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $1,093 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES GROUP LLC Service code 15 800 WEST COMMERCE RD · NEW ORLEANS, LA 70123 | Recordkeeping | $300 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,011 | $52,450-44.7% | $129,295-77.6% | $74,546-61.1% |
| Participation rate | 97.1% | 53.8%+43.2pp | 69.6%+27.4pp | 67.2%+29.8pp |
| Annual return | 12.58% | 15.65%-3.1pp | 9429.28%-9416.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,167 | $1,532-23.8% | $4,157-71.9% | $2,624-55.5% |
| Participant deferral / active EE | $2,526 | $2,797-9.7% | $4,169-39.4% | $4,347-41.9% |
| Admin fee / account holder | $13 | $2,636-99.5% | $7,665-99.8% | $1,944-99.4% |